VectorVest 7

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  1. add the ability to set stop-losses for individual securities in portfolios

    It would be nice if you could set and adjust stop-loss parameters for individual securities in a portfolio, rather than just the overall portfolio.

    This way you could give a larger stop-loss percentage to the more volatile positions, and a a smaller to the more conservative.

    200 votes
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    16 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. Graph a portfolio

    VV allows you to graph a watchlist, but not a portfolio (as far as I know). Allow the same functionality so you can track the RT of your consolidated portfolio, compare performance vs the VVC or other metrics, etc.

    17 votes
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    completed  ·  1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. Portfolio Automation should include Timing List Options that are available in the Backtest.

    It doesn't make sense to offer fine-tuning of Backtests using Timing Options (i.e. Confirmed Calls, Primary Wave, DEW) and then not be able to apply that fine-tuning to your Portfolio Automation. It defeats the purpose of adding it to your Backtest.

    9 votes
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    completed  ·  0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add the Portfolio name to any Alert that is sent

    Add the Portfolio name to any Alert that is sent

    9 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. 7 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. Alerts should go to optional Cellphone email, rather than only the account email

    Alerts going to an optional (2nd registered email) mobile cellphone number would be very useful. I am not stationary at my account email the entire day to receive alerts. I also do not want the messages sent to my account email address to show up on my cellphone. This would require allowing a seperate email address to be registered rather than only being able to utilize the account email address for ALERTS.

    6 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. Alerts - show whether gain or loss was met

    On portfolios set up with a %Gain/Loss stop, I would like Portfolio Alerts to specify which part of the stop was met... the gain or the loss

    5 votes
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    completed  ·  3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom Stop Criteria should remain as set in Genius and not return to default value

    The Genius allows to edit different stop prices for each stock, which is a very valuable feature. However, they return all to the default value after the Genius is turned off and on again.

    3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    In the latest version of VectorVest 7, the Genius will ask you if you want to keep your existing stop criteria when reactivating automation. Select “Keep Existing” to prevent your stop criteria from being overwritten by the defaults.

  9. 3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. Avoid duplicates in a group of portfolios

    I have multiple portfolios running different strategies. I put them all in a group. I would like to avoid buying duplicates across these portfolios.

    3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. 2 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make viewing the Model Portfolios optional

    Make an option to delete or hide the model portfolios. It is very frustrating to have my portfolios get crowded out by something I do not use or need.

    2 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    We have added a new checkbox at the top of the Portfolios to hide/show the VectorVest Model Portfolios in the new 1.4 release of VectorVest 7. If you don’t have it yet, you should be receiving the update in the next few days.

  13. 2 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    You can accurately recreate your actual portfolio by entering the number of shares and the price you paid when adding the trades to the portfolio.

    Just make sure the correct Commission fee is entered into the Portfolio’s settings to make each holding’s cost basis calculate correctly.

  14. Add weekly Stop mode for Backtesting and Portfolio management. As existing in VV 6.

    Longer term traders need weekly stop modes for Backtesting and Portfolion Management as provided in VV6,not just daily stops.

    2 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. Stock repurchase delay.

    Many times, when running a portfolio with stop losses, the same stock is repurchased the same day it was sold. An adjustable time delay, as in the simulator would be helpful.

    2 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. Would like to be able to "View stock analysis" from portfolio view

    Would like to be able to "View stock analysis" from portfolio view

    2 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  17. 2 votes
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    completed  ·  3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. 2 votes
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    completed  ·  1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. SMS Alerts

    Add option to send SMS alerts for portfolio items.

    2 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    SMS Alerts are available in VectorVest 7.

    To setup SMS Alerts, go to Application Settings in the Tools dropdown at the top right corner of VectorVest 7. Click on the Alerts tab, and Edit one of the four available Alert Destinations. SMS is an option when setting up the Alert Destination.

  20. 2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
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